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BankSync

Sync UK bank data to Excel

Transactions, balances and holdings from any OBIE-accessible UK bank land in Excel on a schedule, read-only and mapped to your columns.

Start free trialAll United Kingdom options →
Monzo Current, synced at 6:02am into the Transactions 2026 workbook.

UK banks to Excel, in three steps.

  1. 01

    Connect your UK bank

    Pick your bank from the list: big banks, neobanks, regionals and brokerages. Authorise read-only access through UK Open Banking, on your bank’s own consent screen.

    MonzoRead-only
    StarlingRead-only
    BarclaysRead-only
    ConsentOpen Banking
  2. 02

    Map fields into Excel

    Connect your Excel workspace and map BankSync fields to its columns or properties.

    DateA · Date
    MerchantB · Description
    CategoryC · Category
    AmountD · Amount
    AccountE · Account
  3. 03

    Save and sync

    Your bank data appears in Excel on the next run. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

    HourlyDailyWeekly
    Next runTomorrow, 6:00am
    Last run● 3 new rows, 6:02am

Set up Excel, start to finish.

Create a feed, map source data, and refresh the workbook you already use. Filmed with sample accounts.

What lands in your workbook.

Date
The day the bank posted the transaction. 19/10/2026
Description
The description the bank gives the transaction. Tesco Express
Category
A spending category you can filter, group and chart by. Groceries
Amount
Signed, in the account’s currency: money out is negative. -£23.85
Account
The account the row came from, so several banks share one table. Monzo Current
Account #
The last four digits of the account number. xxxx3015
Map them onto the columns you already have, in any order. One row per transaction, keyed so a re-sync never writes it twice.

UK banks we support.

Regional & mutual

All UK institutions (130)

Browse all 130 UK banks →

UK banks are the start. Not the whole story.

BankSync

Spreadsheets

Workspaces

AI you choose

Your code

UK banks to Excel, in short.

How
BankSync syncs supported UK account data from OBIE-accessible banks to Excel. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time. Connect through the regulated OBIE consent flow; banking credentials are never stored.
OBIE
Open Banking (UK), regulated by Financial Conduct Authority (FCA). UK Open Banking is the world's most mature regulated open banking framework, mandated by the CMA in 2018 and supervised by the FCA. BankSync connects through an FCA-authorised open banking provider. Connections are made through an FCA-authorised AISP partner.OBIE standardsFCA AISP register
Data
Transactions, balances and holdings, where the provider, account type and your consent support them. Excel for web or desktop.
History
United States, Canada, and Australia up to 2 years and United Kingdom up to 60 days.
Other destinations
UK → Google SheetsUK → NotionUK → Airtable

Questions, answered.

How do I sync UK bank data to Excel?

Sign up for BankSync, connect your UK bank via the OBIE consent flow, choose Excel as the destination, map the fields, and save. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

Which UK banks can I sync to Excel?

Every OBIE-accessible institution. That includes the major banks (Barclays, HSBC UK, Lloyds, NatWest), neobanks, regional banks, and credit unions.

Is my UK banking data safe?

Yes. BankSync only ever holds a scoped, revocable OBIE consent, never your bank credentials. Connections are made through an FCA-authorised AISP partner.

How often does Excel update?

Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

Can I sync multiple UK banks to the same Excel workspace?

Yes. Connect as many UK institutions as you want; BankSync writes them all into the same Excel spreadsheet with an account column so you can filter by bank.

Is BankSync available in the UK?

Yes. BankSync supports UK banks via the Open Banking framework through Salt Edge, an FCA-authorised AISP.

Which UK banks are supported?

All CMA9 banks (Barclays, HSBC, Lloyds, NatWest, Santander, Nationwide, RBS, Bank of Ireland, AIB) plus neobanks Monzo, Starling, and Revolut, and challenger banks like First Direct, Co-operative Bank, and Metro Bank.

Sync UK bank data to Excel.

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